河南上市公司2024年半年度盘点：河南研究：经营业绩、投资回报“双提升”

Overview of Henan Listed Companies - As of August 31, 2024, Henan has 136 listed companies, maintaining its position as the 12th province in China for total listings[6] - Among these, there are 111 A-share companies, with a net change of 0, and 31 H-share companies, also unchanged, ranking 9th nationally[6] Performance Metrics - In the first half of 2024, Henan's A-share companies reported total revenues of CNY 503.41 billion, a year-on-year increase of 5.56%[26] - The net profit attributable to shareholders reached CNY 31.92 billion, reflecting a significant growth of 25.47% year-on-year[26] - Of the 111 A-share companies, 86 were profitable, accounting for 77.5%, while 25 reported losses, making up 22.5%[26] Institutional Attention - Research coverage of Henan's listed companies has increased, with over 60% of companies now under institutional research[1] - The most favored sectors by institutional investors include non-ferrous metals, power equipment, basic chemicals, pharmaceuticals, and machinery[1] Investment Returns - The Henan index fell by 7.19% from January to August 2024, underperforming compared to the Shanghai Composite and CSI 300 indices[1] - Despite this, Henan's index decline was the least among six central provinces, which saw declines ranging from 14% to 21%[1] - Notable performers in the A-share market included Yutong Bus (up 69.89%) and Luoyang Molybdenum (up 46.46%) while H-share companies like Shengneng Group (up 136.67%) and Lingbao Gold (up 89.34%) also performed well[1] Market Capitalization - As of August 31, 2024, the total market capitalization of Henan's A-share companies was CNY 1,252.59 billion, a decrease of 7.81% from the previous year[19] - Henan's market capitalization accounts for 1.62% of the total market capitalization of all listed companies in China[19] Industry Distribution - Henan's 111 A-share companies span 25 industries, with the top five being machinery equipment (15 companies), power equipment (12), basic chemicals (12), pharmaceuticals (8), and computers (8)[1] - There are notable gaps in sectors such as petroleum and petrochemicals, home appliances, and real estate, which lack listed companies[1]